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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 463.37K | Jun 30, 26 | +53.08K | 4.45% |
| BlackRock, Inc. | 427.31K | Jun 30, 26 | -1.56K | 4.11% |
| GAMCO INVESTORS, INC. ET AL | 408.40K | Jun 30, 26 | -8.50K | 3.92% |
| VANGUARD CAPITAL MANAGEMENT LLC | 361.48K | Jun 30, 26 | +2.39K | 3.47% |
| Russell Investments Group, Ltd. | 258.02K | Jun 30, 26 | -12.72K | 2.48% |
| GABELLI FUNDS LLC | 235.80K | Jun 30, 26 | +5.50K | 2.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 218.41K | Jun 30, 26 | +20.31K | 2.10% |
| Prospera Financial Services Inc | 189.85K | Jun 30, 26 | -3.11K | 1.82% |
| Ancora Advisors, LLC | 136.89K | Jun 30, 26 | -636 | 1.32% |
| DIMENSIONAL FUND ADVISORS LP | 127.91K | Jun 30, 26 | +981 | 1.23% |
| STATE STREET CORP | 112.84K | Jun 30, 26 | -58 | 1.08% |
| Teton Advisors, LLC | 94.50K | Jun 30, 26 | -- | 0.91% |
| North Star Investment Management Corp. | 90.00K | Jun 30, 26 | -2.00K | 0.86% |
| RAYMOND JAMES FINANCIAL INC | 73.95K | Jun 30, 26 | +73.95K | 0.71% |
| Bank of New York Mellon Corp | 71.86K | Jun 30, 26 | +3.99K | 0.69% |
| NORTHERN TRUST CORP | 71.31K | Jun 30, 26 | +6.59K | 0.69% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 57.43K | Jun 30, 26 | +9.40K | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 52.60K | Jun 30, 26 | +471 | 0.51% |
| TRUST CO OF VIRGINIA /VA | 49.25K | Jun 30, 26 | -- | 0.47% |
| FCA CORP /TX | 44.94K | Jun 30, 26 | +2.17K | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | 43.33K | Jun 30, 26 | -2.40K | 0.42% |
| MORGAN STANLEY | 30.66K | Jun 30, 26 | +2.25K | 0.29% |
| CARY STREET PARTNERS FINANCIAL LLC | 27.42K | Jun 30, 26 | -1.79K | 0.26% |
| Nuveen, LLC | 27.05K | Jun 30, 26 | -- | 0.26% |
| Cerity Partners LLC | 24.72K | Jun 30, 26 | +117 | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24.51K | Jun 30, 26 | +3.21K | 0.24% |
| Sixth Street Partners Management Company, L.P. | 24.51K | Jun 30, 26 | +24.51K | 0.24% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 21.10K | Jun 30, 26 | -5.00K | 0.20% |
| Colony Group, LLC | 20.20K | Jun 30, 26 | +7.60K | 0.19% |
| BURKE & HERBERT BANK & TRUST CO | 19.63K | Jun 30, 26 | -600 | 0.19% |
| UBS Group AG | 18.36K | Jun 30, 26 | -48.93K | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 17.74K | Jun 30, 26 | +7.67K | 0.17% |
| MARTINGALE ASSET MANAGEMENT L P | 17.74K | Jun 30, 26 | -- | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 16.23K | Jun 30, 26 | +94 | 0.16% |
| CITADEL ADVISORS LLC | 15.70K | Jun 30, 26 | +6.26K | 0.15% |
| Belpointe Asset Management LLC | 15.03K | Jun 30, 26 | -32 | 0.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14.30K | Jun 30, 26 | -- | 0.14% |
| Fruth Investment Management | 13.80K | Jun 30, 26 | -- | 0.13% |
| HENNESSY ADVISORS INC | 13.75K | Jun 30, 26 | +800 | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 11.81K | Jun 30, 26 | -317 | 0.11% |
| Boston Partners | 11.77K | Jun 30, 26 | -3.67K | 0.11% |
| BAILARD, INC. | 11.53K | Jun 30, 26 | -- | 0.11% |
| Creative Planning | 10.73K | Jun 30, 26 | +96 | 0.10% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 10.36K | Jun 30, 26 | +10.36K | 0.10% |
| PEAPACK GLADSTONE FINANCIAL CORP | 10.22K | Jun 30, 26 | +35 | 0.10% |
| WELLS FARGO & COMPANY/MN | 10.21K | Jun 30, 26 | -35.01K | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 9.42K | Jun 30, 26 | -149 | 0.09% |
| Advisor OS, LLC | 9.36K | Jun 30, 26 | -8 | 0.09% |
| GOLDMAN SACHS GROUP INC | 9.21K | Jun 30, 26 | -19.13K | 0.09% |
| D.A. DAVIDSON & CO. | 9.13K | Jun 30, 26 | -- | 0.09% |
| LPL Financial LLC | 9.11K | Jun 30, 26 | +9.11K | 0.09% |
| Squarepoint Ops LLC | 8.79K | Jun 30, 26 | -1.32K | 0.08% |
| DEUTSCHE BANK AG\ | 8.33K | Jun 30, 26 | +5.87K | 0.08% |
| RHUMBLINE ADVISERS | 6.77K | Jun 30, 26 | -263 | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.50K | Jun 30, 26 | -- | 0.05% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 4.90K | Jun 30, 26 | -- | 0.05% |
| MetLife Investment Management, LLC | 4.58K | Jun 30, 26 | +184 | 0.04% |
| CITIGROUP INC | 3.96K | Jun 30, 26 | +3.57K | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.93K | Jun 30, 26 | -5 | 0.04% |
| JPMORGAN CHASE & CO | 3.54K | Jun 30, 26 | +163 | 0.03% |
| Vanguard Global Advisers, LLC | 3.46K | Jun 30, 26 | -- | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 2.75K | Jun 30, 26 | -- | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 2.27K | Jun 30, 26 | +399 | 0.02% |
| NISA INVESTMENT ADVISORS, LLC | 2.12K | Jun 30, 26 | -- | 0.02% |
| ROYAL BANK OF CANADA | 1.65K | Jun 30, 26 | +882 | 0.02% |
| Geneos Wealth Management Inc. | 1.60K | Jun 30, 26 | -- | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 1.50K | Jun 30, 26 | -- | 0.01% |
| BARCLAYS PLC | 1.46K | Jun 30, 26 | -586 | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 1.27K | Jun 30, 26 | -- | 0.01% |
| Tower Research Capital LLC (TRC) | 1.12K | Jun 30, 26 | -841 | 0.01% |
| Legal & General Group Plc | 765 | Jun 30, 26 | -- | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 666 | Jun 30, 26 | +600 | 0.01% |
| Ameritas Investment Partners, Inc. | 661 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 624 | Jun 30, 26 | +87 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 491 | Jun 30, 26 | +491 | 0.00% |
| GAMMA Investing LLC | 475 | Jun 30, 26 | +43 | 0.00% |
| FIRST HORIZON CORP | 327 | Jun 30, 26 | +327 | 0.00% |
| NewEdge Advisors, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 273 | Jun 30, 26 | +257 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 191 | Jun 30, 26 | -- | 0.00% |
| Sterling Capital Management LLC | 172 | Jun 30, 26 | -90 | 0.00% |
| FIFTH THIRD BANCORP | 121 | Jun 30, 26 | -330 | 0.00% |
| Integrated Wealth Concepts LLC | 117 | Jun 30, 26 | +117 | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 116 | Jun 30, 26 | -332 | 0.00% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 71 | Jun 30, 26 | -6 | 0.00% |
| Smartleaf Asset Management LLC | 69 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 51 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 50 | Jun 30, 26 | -1 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44 | Jun 30, 26 | +44 | 0.00% |
| EverSource Wealth Advisors, LLC | 36 | Jun 30, 26 | +4 | 0.00% |
| BAYBAN | 34 | Jun 30, 26 | -- | 0.00% |
| Quarry LP | 30 | Jun 30, 26 | +30 | 0.00% |
| Essential Partners LLC | 26 | Jun 30, 26 | -13 | 0.00% |
| Allworth Financial LP | 25 | Jun 30, 26 | +19 | 0.00% |
| Rialto Wealth Management, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| IFP Advisors, Inc | 12 | Jun 30, 26 | +8 | 0.00% |
| Farther Finance Advisors, LLC | 8 | Jun 30, 26 | +8 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 7 | Jun 30, 26 | +3 | 0.00% |
| Basecamp Wealth Advisors LLC | 5 | Jun 30, 26 | +3 | 0.00% |
| Optiver Holding B.V. | 4 | Jun 30, 26 | -64 | 0.00% |
| True Wealth Design, LLC | 3 | Jun 30, 26 | -1 | 0.00% |
| Fortitude Family Office, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -1 | -- |
| CWM, LLC | 637 | Mar 31, 26 | +5 | 0.01% |
| Sunbelt Securities, Inc. | 2 | Mar 31, 26 | -- | 0.00% |
| VANGUARD GROUP INC | 448.33K | Dec 31, 25 | +6.18K | 4.31% |
| COMERICA BANK | 495 | Dec 31, 25 | -28 | 0.00% |
| Teton Advisors, Inc. | 97.13K | Jun 30, 25 | +2.00K | 0.93% |
| Cutter & CO Brokerage, Inc. | 147.85K | Mar 31, 25 | +10.86K | 1.42% |
| Nuveen Asset Management, LLC | 26.19K | Dec 31, 24 | -- | 0.25% |
| Naples Money Management LLC | 109 | Sep 30, 24 | +1 | 0.00% |
| BlackRock Inc. | 417.74K | Jun 30, 24 | -8.98K | 4.01% |
| SUMMIT FINANCIAL GROUP, INC. | 40.02K | Mar 31, 24 | -- | 0.38% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 44.62K | Jun 30, 22 | -515 | 0.43% |
| PALLADIUM PARTNERS LLC | 25.66K | Mar 31, 22 | -- | 0.25% |
| FIRST QUADRANT LLC/CA | -- | Mar 31, 22 | -2.50K | -- |
| DALTON GREINER HARTMAN MAHER & CO | 15.28K | Mar 31, 21 | -13.09K | 0.15% |
| Advisor Group, Inc. | 980 | Dec 31, 19 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 325 | Dec 31, 19 | -- | 0.00% |
| BB&T SECURITIES, LLC | 36.36K | Sep 30, 19 | -7.50K | 0.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 300 | Sep 30, 19 | -- | 0.00% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 14.39K | Mar 31, 19 | -205 | 0.14% |
| TEACHERS ADVISORS, LLC | 11.90K | Mar 31, 19 | -- | 0.11% |
| CATAWBA CAPITAL MANAGEMENT /VA | 12.03K | Jun 30, 18 | -- | 0.12% |
| Commonwealth Equity Services, Inc | 13.98K | Jun 30, 17 | -1 | 0.13% |
| BLACKROCK ADVISORS LLC | 1.85K | Dec 31, 16 | -- | 0.02% |
| MSI Financial Services Inc | 1.68K | Dec 31, 16 | -221 | 0.02% |
| BlackRock Fund Advisors | 831 | Dec 31, 16 | -- | 0.01% |
| BlackRock Investment Management, LLC | 777 | Dec 31, 16 | -- | 0.01% |
| STRATTON MANAGEMENT CO | 37.62K | Dec 31, 15 | -2.80K | 0.36% |
| UBS AG | 11.62K | Sep 30, 14 | +779 | 0.11% |
